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Invesco S&P 500 Low Volatility ETF

710 hedge funds and large institutions have $5.62B invested in Invesco S&P 500 Low Volatility ETF in 2023 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 205 increasing their positions, 297 reducing their positions, and 81 closing their positions.

Holders
710
Holders Change
-34
Holders Change %
-4.57%
% of All Funds
11.37%
Holding in Top 10
38
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-13.64%
% of All Funds
0.61%
New
65
Increased
205
Reduced
297
Closed
81
Calls
$42M
Puts
$11.1M
Net Calls
+$30.8M
Net Calls Change
+$21M
Name Holding Trade Value Shares
Change
Shares
Change %
HFS
26
Hantz Financial Services
Michigan
$39M +$1.27M +20,389 +3%
Wellington Management Group
27
Wellington Management Group
Massachusetts
$32.8M +$25.2M +404,517 +333%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$31.6M -$4.81M -77,160 -13%
GF
29
Genworth Financial
Virginia
$27.9M +$148K +2,370 +0.5%
CCWA
30
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$27.1M +$517K +8,288 +2%
NEPWA
31
New England Private Wealth Advisors
Massachusetts
$26.8M -$334K -5,358 -1%
ACM
32
Armbruster Capital Management
New York
$26.1M -$315K -5,051 -1%
PAG
33
Private Advisor Group
New Jersey
$24.1M -$5.7M -91,391 -19%
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$23.4M -$250K -4,005 -1%
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$23.3M -$23.6M -378,163 -50%
RJA
36
Raymond James & Associates
Florida
$22.9M -$3.71M -59,509 -14%
AWS
37
AJ Wealth Strategies
New York
$22.9M -$377K -6,045 -2%
JPMPWA
38
J.P. Morgan Private Wealth Advisors
California
$22.7M +$2.43M +38,881 +12%
AWM
39
AE Wealth Management
Kansas
$22.2M +$10.3M +165,284 +87%
Stifel Financial
40
Stifel Financial
Missouri
$22M -$3.12M -50,037 -12%
MWM
41
Moran Wealth Management
Florida
$21.4M -$16.4M -262,717 -43%
Lido Advisors
42
Lido Advisors
California
$20.8M +$20.2M +324,436 +3,608%
HNB
43
Huntington National Bank
Ohio
$20.5M -$16.8M
HSBC Holdings
44
HSBC Holdings
United Kingdom
$20.3M +$16.3M +263,266 +413%
CWP
45
Cyndeo Wealth Partners
Florida
$19.9M +$737K +11,807 +4%
CAG
46
Csenge Advisory Group
Florida
$17.9M +$473K +7,585 +3%
ST
47
Spinnaker Trust
Maine
$17.9M -$2.52M -40,317 -12%
CAN
48
Cetera Advisor Networks
California
$16.4M +$4.24M +67,931 +35%
BM
49
Baymount Management
Florida
$15.6M +$15.6M +250,000 New
Rockefeller Capital Management
50
Rockefeller Capital Management
New York
$15.4M +$3.23M +51,844 +27%